Hybrid Legal Intake & Data Specialist

Safeguard Law Group; New York (NY); Hybrid; USD 48,000 - 56,000; Full time

Benefits offered by this job

Hybrid Work Environment

Training & Guidance

Medical, Dental & Vision Benefits

401K Benefits with Employer Match

Paid Time Off (PTO)

Pre-Tax Transit Benefits

Business Casual Dress Code

Smart and supportive team

Job summary

Safeguard Law Group in New York City seeks a Legal Intake Document Specialist to support our attorney team by managing client intake, screening cases, gathering critical information, and maintaining flawless data organization for all proceedings.

In this fast-paced role you will review incoming documents, use Salesforce CRM to assist group managers and paralegals, and ensure accurate information flow from intake through resolution. A bachelor’s degree and attention to detail are essential.

Qualifications

• Thorough understanding of legal processing functions across litigation stages.
• Experience with intake procedures and case management workflows.
• Strong attention to detail and ability to handle sensitive information.

Responsibilities

• Review pre-litigation documentation promptly and accurately.
• Utilize Salesforce to assist managers and paralegals.
• Identify and match account information and balances.
• Follow up with opposing parties for needed documentation.
• Maintain flawless data organization to support proceedings.

Skills

Legal process knowledge

Attention to detail

Critical thinking

Organizational skills

Multi-tasking

Phone and desk work

Education

Bachelor’s Degree

Tools

Salesforce

Job description

Safeguard Law Group in New York City seeks a Legal Intake Document Specialist to support our attorney team by managing client intake, screening cases, gathering critical information, and maintaining flawless data organization for all proceedings.

In this fast-paced role you will review incoming documents, use Salesforce CRM to assist group managers and paralegals, and ensure accurate information flow from intake through resolution. A bachelor’s degree and attention to detail are essential.